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Finances can be overwhelming, and having a CFP® professional at your side can ease many of the burdens and stresses that come from going it alone.
At Aspen Wealth Management, our CFP® professionals will examine your assets, liabilities, income, insurance, taxes, investments and estate plan, to assess your current financial health. With realistic financial and personal goals in place, they will develop a comprehensive plan to meet your financial goals by addressing financial weaknesses, while building on your financial strengths.
By putting your financial plan into action and monitoring its progress, a CFP® professional can help you meet your changing goals, your personal circumstances, your stages of life, markets and tax laws.
The Four E's of a CFP®
Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism.
Education
CFP® professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Our CFP®professionals satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they have show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.
>Examination
Our CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that our CFP® professionals are highly qualified to develop a plan for your finances.
>Experience
CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs, whatever they may be. CERTIFIED FINANCIAL PLANNER™ professionals are essential resources for families and individuals making their ways through the seasons of life.
>Ethics
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP Board's Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require that our CFP®professionals put your interests ahead of their own at all times and provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.
>We Uncover Tax-Efficient Strategies And Invite You To Learn More About How We Can Collaborate.
Aspen Wealth Management offers fee-only, customized tax and financial planning services to individuals, families and small businesses. We seek to help our clients identify and pursue their vision of the future. With foundations rooted in trust and integrity, our relationships with our clients are the very core of our practice. By taking the time to understand each client's individual situation, we are able to provide you with personalized strategies and solutions - all with unequaled service. We have great expectations - of ourselves and of our clients.
